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Estate Trust Professional Jobs (NOW HIRING)

Condley and Company

Estate & Trust Manager

Abilene, TX · On-site

Collaborate with clients and other professionals to understand their financial goals and create personalized tax plans Compliance Oversight * Manage and oversee the preparation of estate and trust ...

Condley and Company

Estate & Trust Manager

Abilene, TX · On-site

Collaborate with clients and other professionals to understand their financial goals and create personalized tax plans Compliance Oversight * Manage and oversee the preparation of estate and trust ...

Condley and Company

Estate & Trust Manager

Abilene, TX · On-site

Collaborate with clients and other professionals to understand their financial goals and create personalized tax plans Compliance Oversight * Manage and oversee the preparation of estate and trust ...

Condley and Company

Estate & Trust Manager

Abilene, TX · On-site

Collaborate with clients and other professionals to understand their financial goals and create personalized tax plans Compliance Oversight * Manage and oversee the preparation of estate and trust ...

Fwainvest

NY · On-site

## Trust Officer - Estate & Trust SettlementApplylocations: Saint Petersburg, Florida - United ... Function in a professional office environment.* Demonstrate efficiency and flexibility in ...

LHH US

Trust & Estate Paralegal

Charlotte, NC

$65K - $85K/yr

Wellness programs, EAP, and professional development support. If you are an organized, detail-oriented paralegal with experience in trust and estate matters, we encourage you to apply and grow your ...

LHH US

Trust & Estate Paralegal

Charlotte, NC

$65K - $85K/yr

Wellness programs, EAP, and professional development support. If you are an organized, detail-oriented paralegal with experience in trust and estate matters, we encourage you to apply and grow your ...

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Estate Trust Professional information

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How much do estate trust professional jobs pay per year?

As of Sep 10, 2026, the average yearly pay for estate trust professional in the United States is $71,376.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,500.00 and $89,500.00 per year, depending on experience, location, and employer.

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Estate & Trust Manager

Abilene, TX • On-site

Condley and Company
Accounting Services • 51 - 200 employees
Learn more about Condley and Companyexternal

Full-time

PTO

Re-posted 22 days ago

Job description

Summary of Job Duties

Condley and Company, LLP is hiring a Manager for its Estate and Trust department.


Managers at Condley and Company are offered unique advantages such as diverse projects, experience, and clientele; a healthy work/life balance; career advancement and support; and competitive compensation and benefits including self-managed PTO and seasonal half-day Fridays.


As you engage with client work and manage complex situations, you will have significant opportunities to add value to our clients and their businesses.


Minimum Entry Requirements

  • Bachelor's degree with appropriate accounting hours and Texas CPA license
  • 10+ years experience in estate and trust tax planning and compliance
  • Strong knowledge of private foundations, family office structures, and related tax implications
  • Thorough knowledge of current tax laws and regulations
  • Proven leadership and team management skills
  • Exceptional communication and interpersonal skills for client interactions
  • Authorized to work in the United States permanently without the requirement of sponsorship

Responsibilities

Estate and Trust Tax Planning

  • Develop comprehensive tax strategies for clients with high net worth, ensuring efficient wealth transfer and minimizing tax liabilities
  • Collaborate with clients and other professionals to understand their financial goals and create personalized tax plans


Compliance Oversight

  • Manage and oversee the preparation of estate and trust tax returns, ensuring accuracy and compliance with current tax laws and regulations
  • Stay abreast of changes in tax codes and regulations, advising clients and the firm on potential impacts on estate and trust matters


Private Foundations and Family Office Work

  • Provide expertise in structuring and managing private foundations, including compliance with tax requirements
  • Work closely with family offices to address tax implications, facilitate smooth operations, and optimize financial structures


Team Leadership

  • Supervise and mentor a team of tax professionals, providing guidance on complex tax issues and fostering a collaborative and growth-oriented work environment


Role Success Factors

  • See the big picture for client's business, objectives and industry, and think creatively to solve business problems
  • Scope engagement, manage client expectations, and ensure satisfaction
  • Take responsibility for service quality, thoroughness and accuracy; proactively work with client to gather data and follow up
  • Participate as a confident knowledge resource and idea generator in client meetings and calls
  • Build and maintain client relationships through direct contact at appropriate levels of the organization; consistently provide a timely response to client and internal requests
  • Recognize team capabilities, align the right talent to the work, delegate work effectively, and hold team accountable for deliverables through real-time feedback both for reinforcement and improvement
  • Stay current on regulatory and industry issues
  • Develop loyalty and trust with team and clients

    Key Development Opportunities

    • Firm-paid professional development through various providers
    • Interact with all staff and levels; daily interaction with clients and partners
    • Participate in a variety of non-compliance projects
    • Leadership opportunities in Condley's professional development program
    • Firm support for participation in community and professional organizations, networking events, alumni programs, etc.

    Apply